Jerry Yeo

Wealth Advisory Director

Jerry Yeo

Wealth Advisory Director

Read and ponder seriously on the below:

❗What will happen to my assets when I die? What about my children?

❗What are the implications when I die? What about my children?

❗Today I stop work, can I survive on my current passive income?

Hi everybody from all walks of life! I am in a business to preserve dignity, looking out for possible "time-bombs" of others. Making lives richer with fulfillment.

Through courses I've taken, coupled with my personal experience with my other clients/unique situations, and with your permission, I can educate to better the lives of others who connects with me meaningfully. Be it on their finances, business situations, and/or family.

The idea is to have a bespoke ''all-weather plan", where I can value add by addressing the financial, legal and social aspects of your current situation.

You dont know what you dont know. Have a chat with me and you may uncover 'time bombs' that needs your attention to resolve.

And if you think the time spent, effort and resources set aside to do planning is costly, wait until you realize the real cost (Family ties/Monetary/Time spent) of not planning!

Work
- Financial Alliance Pte Ltd
  150 Beach Rd
  #12-01/08 Gateway West
  Singapore 189720
Credentials

Newsletters

Articles Worth Sharing

Newsletter Issue 92: Family First: From Exams To Finance

As families navigate the challenges of exam season, it's important to foster resilience, support growth, and nurture well-being. These insights explore how to create a balanced, supportive environment for children, helping them thrive academically, emotionally, and financially.

Persistence and perseverance are the cornerstones of personal growth. As we enter the final stretch of the year, these traits become even more essential. Discover ways to harness determination, build resilience, and stay committed to your goals. Even when the journey feels long and challenging, remember—you’re closer than you think. Let’s push through this last lap together.

Navigating the rising cost of living requires strategic planning. This issue provides tips on budgeting, skill development to increase income, and utilising resources to manage money. I hope these strategies help empower you to stretch your money further and maintain financial stability.

Prioritizing our health and immunity is essential, especially with summer holidays and travel on the horizon amid the recent surge in COVID-19 cases. Here are some practical tips, nutritious recipes, and expert advice to keep you safe and ensure healthy and enjoyable summer vacations for you and your loved ones!

As we approach the time of year when scorching temperatures send us seeking refuge indoors, this issue offers essential tips and strategies for managing the heat. Arm yourself with knowledge and discover ways to stay cool, hydrated, and healthy amidst the sweltering heat, ensuring you thrive in your daily life!

Life is a multifaceted journey of growth and transformation. From overcoming setbacks to embracing professional and personal development, this issue contains wisdom on self-forgiveness, career and financial success, and the limitless power of lifelong learning. The process of growth may not always be easy, but it will be worth it. I hope this enriches your life.

Amidst rising costs, aging and retirement planning is becoming a growing concern for many. Yet, more than just ensuring financial readiness, one who is planning to retire also needs to be psychologically prepared for the shifts in lifestyle, routine and everything that comes along with it. In this issue, let's explore expert tips on staying healthy, mentally sharp and financially secure, so we can age gracefully in our golden years.

As we embrace 2024, discover essential insights for a prosperous journey ahead. Explore key financial strategies and economic trends aligning with the Dragon Year's promise of prosperity. Immerse in the cultural vibrancy of the Lunar New Year celebrations. I hope this issue with its blend of wisdom and practical advice equips you to navigate the opportunities and challenges ahead with confidence. Together, let's ride the Dragon!

In this issue, here are some insights on mindful reflection, effective goal-setting, and strategic reviews. I hope this helps you equip yourself for a thriving year ahead with impactful resolutions and fresh perspectives. Let's embark on this journey of growth and renewal together.

Embrace the spirit of the holiday season in this month's issue, where cherished traditions meet thoughtful innovation. From smart savings and healthy feasts to meaningful gifts and cozy stays, our collection of articles offers a reflective journey through holiday warmth. Savour every moment with our handpicked tips and recipes, and let's celebrate the joy and generosity that define this wondrous time of year.

As inflationary pressures continue, affecting both individuals and businesses, it is vital to equip ourselves with effective strategies to navigate this environment. This issue provides pragmatic insights and ideas, guiding us to not only weather these economic challenges but also thrive in the midst of them. I hope this brings us greater financial resilience and empowerment.

In celebration of Children's Day, here is a friendly collection of articles brimming with insights! I hope these writings can guide us in embedding valuable skills, boosting financial literacy, and laying down a roadmap to raising resilient, balanced children. May we empower the upcoming generations, helping them blossom into well-rounded and holistic individuals. Let's cherish the joy of nurturing our future

Making decisions on property is not trivial, as they often have effects on our quality of life in ways that are not just material but also financial and emotional. Regardless of our experience levels in making decisions on our properties and homes, it helps to have an appreciation of what resources are involved, and how we can be resourceful about them. I hope you find the materials in this issue useful.

In today's rapidly ageing society, advance care planning and long-term care planning are emerging as critical considerations for ensuring a comfortable and secure future. As we journey together through the intricate aspects of planning for what lies ahead, it's never too early to make such vital decisions. It's your future; plan it well.

In the delicate balance between awe and envy lies an opportunity for growth. Awe opens our eyes to the beauty and possibilities around us, while envy stirs our desires for improvement. By using awe as a wellspring of inspiration and envy as a catalyst for positive change, we get to harness these emotions to fuel our ambitions, cultivate empathy, and create a brighter future for ourselves and others in various aspects of our lives.

As artificial intelligence (AI) and chatbots like ChatGPT become ever more prevalent, AI’s potential to transform our lives and economy cannot be understated. With the increasing adoption of these technologies, they will not only transform the ways we use or consume information, but they are also poised to play a pivotal role in just about every aspect of our lives, including work, finance, and parenting. In this issue, we explore the nuances of AI and the possibilities it brings to our world.

Whether we are mothers ourselves or simply have someone in our lives who has played a motherly role to us, chances are, our lives have been influenced in profound ways by motherhood. Let's take a moment in this issue to honour, value, and draw lessons from the incredible wisdom of women and mothers who have impacted our worlds.

Necessity is the mother of invention. Throughout history, humans have demonstrated the ability to innovate, solve problems, and create solutions in the midst of crises, resulting in some of humanity's greatest inventions. All it took was resourcefulness, action, and persistence. Through this issue, I hope to provide insights into how we can live life constructively and creatively, regardless of the challenges that we may face today.

As we get back into the groove of work, our most important arsenals have to be our health and brains. After all, these are essential in allowing us to lead a functional and meaningful life. To do that, we need to take care not to fall ill and ensure that we upkeep our physical, mental, and social well-being. Let us explore in this issue the various ways that help us protect and strengthen our overall health.

For many, the festive season is a time of food, celebrations, social interaction, and hype. Coupled with the continuous demands of work and life, such periods can sometimes leave us feeling drained, and some of us may even struggle to get a breather. In this issue, I have put together resources on how we can possibly wind down and benefit from more intentional quiet and less noise.

As the world enters a recession, the upcoming year can pose a challenge for many due to increasing economic uncertainty, and the natural fears surrounding it. In this issue, we look at some trends and possible actions that can help us become more emotionally and financially resilient to not just ride out the challenges, but rise above them. I hope this gives us hope.

We live in three distinct timeframes - the Past, the Present, and the Future. Many times, we tend to live and make decisions based on what gives us immediate gratification, and often to our detriment. Despite not knowing what tomorrow will bring, planning ahead removes uncertainty and provides clarity to our lives. In this issue, I have included articles that I hope will inspire you to take actions that your future self will thank you for.

Many of us lead busy and stressful lives. Even when we may be caught up meeting deadlines, sprinting towards our next goals, or looking after our families, we cannot neglect taking appropriate breaks for our well-being. While it may feel counter-intuitive to do so, sometimes the best thing is simply to step away from the four concrete walls to go for a walk outdoors. It refreshes the mind, body and soul, and is beneficial for our health and creativity. So let's lace up our trainers and walk our stresses away.

In an environment of rising inflation and uncertainties in global geo-political climate, almost no one is spared from the economic consequences of the day. It is therefore more important than ever to be intentional and mindful in how we manage our finances in our daily living. Here, I have put together some resources which you can tap on to help you gain a better insight on how you can be more savvy with your money.

Every one is different, and differences in opinions, interests, backgrounds and personalities tend to come with conflicts. Whether is it our co-workers, friends, family members or even our partners, disputes are not only common, but they're natural and sometimes inevitable. The question is, while such conflicts arise, how do we navigate them? Do we attempt to work through issues amicably with others, or do we allow our egos and emotions to rear its ugly head? Today, we look at practical tips on how we can manage ourselves and relationships in more mature ways.

As humans, the pursuit of change and progress is something that is innate to every one of us. Like it or not, there will always be things in life that we hope could be a little different, a little better in the way that daily situations & events turn out. It could be in the way we think, speak, or the way we handle everything from our finances to our relationships with others. We seek to become better -- and we should. As we strive to continuously exceed our potential, we rise above all previous versions of ourselves and grow stronger. In this issue, we look at some ways in which we can embrace a better self and an even better future.

In life, there are days and moments where everything we do does not feel enough, or face situations that are beyond our control. A common response to such instances is to doubt ourselves and our abilities, and that is a very normal and human thing to do. But the effect of self-doubt can cut both ways: It can either spur us to achieve our goals and thereby boost our confidence levels, or cause us to feel entirely powerless and paralysed. Fortunately, whether we allow it to work for or against us is mostly up to us. In this issue, we will explore the ways in which we can harness self-doubt to build confidence -- one step at a time.

Statistically, most people live till an average age of 80 years. Although this number varies across cultures and nations, we cannot deny that life is still all too fleetingly short. 80 years a lifetime translates to 80 summers and 80 winters - to love, laugh, live, and make the most of our time on this earth. Far too often, when faced with our mortality, we look back at our lives and think of all the things that could have been different. Regret may sometimes be inevitable, but it is still possible to live an unlimited life with the limited time that we have. In this issue, we look at some of the ways we can do so.

For the past years, given the pandemic and restrictions, many of us were forced to re-evaluate how to plan and book trips for holidays, or consider whether we should even be planning for any travel at all. Now, as borders are opening up, we have reached a stage where many of us are ready to start traveling again and make vacation plans once more. The catch, though, is that traveling will likely continue to be complicated as new variants emerge. How then do we plan for travel? In this issue, we explore this matter in more depth.

Life can be unpredictable with obstacles, making it sometimes difficult to stay afloat. Whether it is the loss of a loved one, stress from work, or financial woes, everyone faces challenges and does at some point, struggle with remaining optimistic or hopeful. Nonetheless, it is still important to maintain positivity to keep us going; by finding the good in the bad, and being the light in the darkness. For this issue, let us explore on what being positive means & how we can harness it in ways that truly benefit our lives.

As humans, we have an innate need for connection and approval from others. Often, we make an effort to gain validation and this is natural. Yet, in our world today, this need for others’ approval becomes magnified; as many of us are constantly plugged in on social media, we tend to get caught up in the pursuit of “likes”, “shares”, “follows” & engagement. These can have implications on our mental well-being and happiness. Through this issue, I hope that we can be more aware of the impacts & risks associated with excessive use of social media, and what we can do about it so that we can live out our best lives.

It is a season of feasting, socialising and spending time with our family and friends. Amidst the bustle of festive preparations and joviality, let us not forget to take care of our well-being even as we celebrate this time of wealth, health and happiness. Stay safe, savvy and prosper!

By this time, we would have endured quite a long period of the COVID-19 pandemic and many things have changed. Collectively, we have adapted to new ways of living, working and socializing. While there is no telling of when this pandemic will truly “end”, one thing’s for sure: Life goes on. The best we can do is to continue to look towards the future and live out the best we can. As we head into a new year, here are some predictions and trends we can look forward to.

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

Confucius, the Chinese philosopher, left us with these words to contemplate: The man who asks a question is a fool for a minute: the man who does not ask is a fool for life. As the year winds down, it is time to reflect on some popular and widely - accepted beliefs and misconceptions that we may hold that do not serve us in achieving our goals and desires. Today, we look at debunking some of these misconceptions to expand our thinking and explore new perspectives and horizons.

In meeting the demands of work and every day life, many of us can feel compelled to do all things at once, and may become overwhelmed or less effective as a result. To counter this, it is worth taking a moment to adjust our pace; to give ourselves the space to practice taking one step at a time in the ways we perform our tasks and how we manage our minds & emotions.

As human beings, we are a culmination of our environment, decisions, behaviours and habits. It is worth giving thought to how we live our lives; taking a step back to reflect on some of our own less-than-ideal tendencies and ponder about how we can mitigate or improve upon them. Here are some resources that I hope can help us foster habits and patterns that can create an upward cycle for ourselves over time.

In a world where more of us are increasingly working remotely, the issues of exhaustion, burnout and digital fatigue have become more pronounced in recent times. The implications on mental health and quality of life are real. Here are insights and resources that I hope can help us better understand the nature of the burnout that we may experiencing. More importantly, we can learn to manage, uplift ourselves and also the people around us.

Leadership is the act of guiding a team or individual to achieve a goal through direction and motivation -- and there is a leader in all of us. This issue contains insightful resources and pointers that touch on the various under-talked about but important aspects of leadership. I hope this inspires us to not just exercise good leadership in our daily lives as individuals and organisations, but more importantly, help us get through and thrive even in difficult times.

As our personal lives get increasingly intertwined with our work in this season, it becomes more important than ever to find ways to devote our energies to become more effective & productive as individuals. Here, I'd love to share with you on some resources and powerful ideas on how we can not only become more productive, but also make our work & daily life more meaningful in the process.

What does it mean to lead a good life? The meaning of a good life, or life for that matter, is subjective. But there are some evergreen truths and wisdoms that we can all live by that help us gain the most out of life even through obstacles and challenges. In this issue, I have put together for you a series of insights, tips & advice by some of the best thinkers throughout history on how to live out a good life. I hope these resonate with you.

Dignity is the state or quality of being worthy of honour or respect by virtue of being human, and every person has an intrinsic need to feel valued and needed. Yet, in our world, there is often a gap between the ideals and realities of how dignity is accorded to individuals across age, gender, social statuses and financial positions. In this issue, I'd like to bring attention to the topic of dignity, and the ways which we can protect & honour the dignity of others and ourselves.

Women have long played a huge part in our society and economy. When it comes to uplifting women, the work extends beyond just international women's day or month. In fact, it requires continuous effort from not just leaders, but also every day folks like us to recognise and appreciate the great potential of women in our lives. In this issue, I'd like to share insights on how we can be enablers of women's progress while staying aware of the realities and struggles they may face. I hope this helps us in empowering the women and girls in our midst.

When was the last time you received kindness from somebody? When was the last time you extended an act of kindness to someone else, and to what end? As it turns out, there can be tremendous merits and outcomes in paying forward a kindness received with a good deed to somebody else, especially when done out of gratitude. The concept of "Paying It Forward" is nothing new, but in our world, I believe we could do with more compassion and selflessness as it brings out the best in us.

As we begin a fresh year, it is a good idea to not just evaluate ourselves based on the previous year on how we have been managing our lives, but also to find out ways to become more productive as we move along. In this issue, I'd like to share with you some powerful ideas on productivity and how we can make the best of our resources, time, energy and capabilities. Let's do this!

In the words of Poet Ali in his TED Talk, "Every language we learn is a portal by which we can access another language"; the more we know, the more we can speak. To round off the year, I'd like us to take a moment to learn new concepts, stories and ways of seeking and connecting, which will empower us to adapt to the needs of others & ourselves in the way we relate, love, heal, and see possibilities. I hope this inspires you.

In a year where many of us are affected and perhaps feel powerless over our incomes amidst a pandemic, it is a good time to take stock of our financial health and confront our feelings about them & the way with deal with them. Whether we are young, middle-aged or senior, here are some important principles & practical tips on money management that we can fall back on which can go a long way into helping us optimise our finances and become financially wiser.

All of us would have people around us that we learn from in our lives. And people whom we in turn teach and need to be accountable to at some point - as students, working adults or parents. The better we are at relating and leading others into growth, the better we become as individuals. In this issue, I hope we can draw some lessons and wisdom from these materials that can help us cultivate values and cultures that we want in our lives and lift us up.

As humans, we often like to think we're right, even when we can be wrong at times. Many of us have the unconscious tendency to seek information that support our existing beliefs & disregard or undermine those that do not match ours. But doing so without awareness or questioning can have adverse effects in the way we think, make decisions & live our lives. Today, I'd like to share with you some potential consequences of confirmation bias & what we can do about them.

The world as we know it has changed for good on pretty much every level - from our lifestyles, to habits, to incomes and economy. As we navigate our way and find our place in trying times, it is important to stay grounded and keep the faith as we focus on seeing and creating opportunities, solutions & meaning. While there are no quick fixes in times like these, there's still a space for us to find ways to improve and cope better in our lives. I'd like to share them with you in this issue. Let's keep our heads up in choosing to persist in hope & good thoughts, and I believe we will emerge stronger than before.

As they dedicate their love and lives to their households and make constant sacrifices for their family’s & children’s well-being, mothers never retire. For all these, moms deserve more thoughts besides during Mother’s Day. But should mothers also think about planning their own retirement — financially speaking? In this issue, as we give tributes to all mothers, we would also like to give thoughts to a mother’s financial freedom. Mothers deserve a worry-free retirement as well.

Albert Einstein said, "Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn't, pays it."

Today's phone in our pocket has 100,000 times the power of the computer that landed man on the moon 50 years ago. Our world is evolving at breakneck speed today. The World Economic Forum projected that more new jobs will be created compared to the ones lost. Uncertainty remains about what these new jobs would be. But the time to change our approach to learning new skills has come. The time is now. The 4th Industrial Revolution has begun.

There are many new things to deal with at this time while we are being isolated from life-as-usual. A new lifestyle, a new future and something that can be quite subtle - a new kind of burnout. It should do us well to be aware about this so we can learn to disengage when we need to. I wish you and your loved ones good health and may you continue to stay safe!

Amidst a pandemic, the profound impact & discomfort of loss or the prospect of loss is felt almost universally. We may find ourselves and even those we care about feeling anxious & restless, which makes it challenging as we find ways to adjust not just physically, but also mentally & emotionally. At this time, emotional support for one another becomes ever more essential. Here, I'd love to share with you insights that can help us have a deeper understanding on the complex emotions that we may be dealing with, & the ways in which we can provide meaningful social support in our daily interactions through being present & holding space for others.

What the eyes cannot see is bringing countries to their knees as we write. The full impact of Covid19 is still unknown. It has ushered in a new reality for the World. Our lives will never be the same again. And Covid19 won't be the last. While we #fightasone, let's see how we can prepare ourselves and our children for this new future - together. Here are some good reads that I believe can help us rethink this new future and its possibilities. If you find these resources useful, please forward them to those you care about, especially at a time such as this. Cheers!

Here's wishing you and yours a very fruitful 2020, and the best is yet to come! Another year, and what better way to start it with a collection of thoughts that might turn out to touch your life for the better? I hope you could find something useful and share along with those you care about too. Cheers for a blessed 2020!

When the going gets rough, it can at times be easy to lose sight of what we set out to attain in our lives, be it in our personal endeavours, work or finances. The process of going & pushing through such situations may not be most comfortable, but persevering and talking about how to handle them is necessary. These are perspectives I found useful and inspiring. I hope this gives you hope.

In many ways, relationships are key to our well-being, as trusting, fulfilling relationships lay the foundation for our emotional health and security. But to work through relationships and trust matters aren't always linear or clean - they can be messy and raw. Here are some articles that I found incredibly valuable that enrich us in our personal and professional lives.

Change is hard. To force change is harder. They usually don't last. Perspectives however, are easier to accept. They change our minds and maybe that's what we need more than change itself. I hope you enjoy these articles.

These are some rather transformative articles that could help you and those you care about. So please be free to share them. I hope you find them beneficial. If you like them, do drop me a note and I'll be very glad to know I've added value and touched someone.

The lack of sleep being linked to chronic illnesses like diabetes and heart disease isn't a happy story. Certainly not for those of us who are more conscious about building happiness in life. Please share this newsletter issue with those you care about. We can impact lives together!

The Bucket List - chances are that you may not have made one. It is an interesting journey that we can take together. It's also a lot easier taking a peep at some of the most inspiring bucket lists that we have put together to share with you. Let's start one and live it out!

Since our taste buds are not working like black and white TVs. We know it's meant for some tasty good food. Yummy! Let's stay healthy, and also up our knowledge about making some nice interesting food. Here are some really good resources curated for you.

There's a man in Singapore, that every time he concludes a business deal, he would go buy a plant and plant it somewhere. It's a simple way of giving back. He was also able to disengage and be with himself while doing something meaningful, albeit how simple it was. In this issue are some more examples of such life's lesson that we can benefit from. All we need, is to just take some time, slow down and breathe in the fresh air.

There are just too many things that we know to be good for us, but have not yet become a part of us. Applying wise financial habits may be one of them. Here are some to learn about by seeing them from the eyes of a very successful woman - Oprah Winfrey. Change requires conscious efforts. I hope some of these thoughts will begin to be a blessing in your life. Cheers.

In case you missed the news, besides the big 3 - US, Russia & China, tiny Singapore would be the next to send a human into Space using a helium Stratospheric balloon capable of lifting an SUV. This is a 5 years arduous journey filled with many inspiring stories. A Visionary who saw the possibilities, followed by 150 applicants to be Singapore's first Astronaut, and finally an extraordinary individual to make the trip, laying his life on the line. Yet his project isn't about Space. It's about creating a better mental model for Singaporeans - that with the heart, mind and grit, we can do great things. Enjoy this historic moment.

Or rather, this issue is about learning the secrets of being interesting. Even calling it a secret is a little too much. In today's world of overwhelming information overload, it's about paying attention to certain things that some people do to make themselves more interesting than others. We can all do better in life with a little dose of this knowledge. So let's dig in!

In this issue, I'd like to do something different. All of the highlights are very interesting videos from TED talks about the way we think. The videos are between 15 to 30 minutes, but they are well worth your time I promise. Hope these resources will help create marginal changes in your life every so often. Let's be enlightened together!

Research seems to point to the fact that those who engages in deeper conversations with others are happier people. This is what I call a happy finding. It levels with what makes us human. We speak, we listen, we feel, we learn, we take and we give. And deeper conversations allow us to lift each other up.

In the last issue, we discussed how robots will change our lives in the future. It has become increasingly important for us to keep our minds on the ball, stay sharp and stay progressive. If half the jobs in 2020 are yet to be known to us, how can we prepare ourselves and our children today? To face a fast changing future, we need to first understand it. We need to try and take a peek into this future and start to embrace change.

We have come to a very unique juncture in time, where we are transitioning into the 4th industrial revolution. This is a time where technology as we know it will start to escalate in its rate of change. Our lives and jobs will surely be impacted. But how? It is time to consider this and take stock of where we might stand now and three to five years later.

From a parent to a child, between friends and professionally in the workplace - there's something special about the role of story telling. And we've a lot to learn from the world's great story tellers. Some of the best are comedians, public speakers and politicians. But there's more. I hope the following articles will help you get started in this interesting journey of learning and exploration.

It's been a while since the subject of Retirement was discussed. In this issue's video, it's quite interesting to see how children have different ideas about Retirement. I'm sure all of us have our ideas as well. Yet life can mercilessly erode these dreams. But not if we are really serious about them. So how serious is your retirement dream?

The future seems to come at us at a faster pace than before. It brings along with it many questions. Will automation take over our jobs? What new jobs will be created? And which existing ones will be obsolete? How can we survive? Yet some things don't change. Understanding the things that will change and those that won't can help us carve out a better future.

Most of us find it hard to change even when we know we need to. If only it's as easy as a walk in the park. But once in a while, a certain change of perspective is all it takes. Hopefully, today can be one of those time for you. We can gain some insights and wisdom from these articles that are worth sharing.

Do we need to get better at time management? Or do we need to instead think about Time itself? More specifically, what it means to us - with the very limited time that we have. The answer would be different for each of us. But I'm rather certain that taking time to ponder about Time itself can be a fruitful thing to do.

The World Health Organization's latest report says diabetes has quadrupled in the past 34 years. It's certainly something that we should care about. Not just for us, but also our loved ones. Here's a starter to help us understand and prevent this disease better.

Health is important, so is a good life and great food! One of the great thing about being in Singapore is that there's always new food places to explore. In this issue, I'd like to bring you to a couple really good yummy places - wrapped up with a hilarious video you don't wanna miss.

Singapore is growing as a cultural center. But why is Art important? And how can Art, in its many forms make our lives better? Deep within all of us, there's a need for expression and appreciation. There's certainly more for us to explore and learn about Art. Do not miss the video below. Oh how beautiful this is ~ a celebration of art and life!

It is always quite refreshing to discover new things about our health. In this case, Vitamin C is one of those surprises. Do watch the video below till the end ~ it could be a life saver. But please seek your doctor's opinion as well.

The more we read, the more we can share. And sharing is caring. Here are a few interesting articles I'd like to share with you in this issue of my newsletter. Remember to pass it along to those whom you care about too.

It isn't the bucket either. One good news is that more people are now surviving cancer. The other good news is that life expectancy has increased from 75 to more than age 80. But hold that thought for a moment - it's only good news if one is financially prepared to survive such a critical challenge.

We may have thought that creativity is a realm belonging to a selected few. But is it? In this issue, we explore together some interesting stories that may strike a chord of inspiration for you. You can be creative too.

Testimonials & Referral Notes

Feeling blessed with Jerry Yeo

I cannot stress enough the importance of getting your insurance coverage, especially the hospitalization and critical illness early detection coverage. I’m glad with the help of Jerry, my financial planner, who did all planning 8 years ago.
Thanks to him. Now I’m able to rest and recover with a peace of mind, without having to stress and worry about the medical bills and finances.
Thank you for being so supportive during this journey, 🙏🏻and thanks for the lovely flowers 💐🥰
#recoveringfromDCIS

Irene Pow
Personal Assistant to CEO

Meet someone who really cares

Jerry Yeo是一位很专业，也很尽责的财务顾问，而且也拿过很多奖项，包括Financial Planner of the year 2019。

多年来，他根据我们家庭的需要及我们的收入来建议购买哪一些保险，才能让我们无后顾之忧在事业上打拼。

每一年，Jerry都会约我们出来见面或zoom，了解我们的近况。看看我们家庭的需要有没有改变，再来检讨看看我们所买的保险是否符合我们目前的需要。如，有了孩子之后，就需要为孩子买保险。如果收入增加，相对来说，保险也需要增加。那样，如果我们一旦无法工作而失去收入，才会有足够的保险来保障我们的家庭和日常需要。

每一年的佳节和生日，他都会寄生日卡和发祝福给我们。对我们来说，他更像我们的朋友，多过财务顾问。

如果你想要找一位专业，尽责，又像朋友的财务顾问，那你就一定要找Jerry Yeo！

Yeu King Kok and Family
Logistics Supervisor

Meet my trustworthy adviser Jerry

I got to know Jerry when he did a seminar at my company on financial planning in 2012. I counted myself as rather financial-savvy and do my own investment - for both Value (Long-term) and CFD (short-term) trading in the SG and US markets.

During the seminar, I can relate and understand what he shared with us, which builds credibility. But what impressed me the most is his passions for his work and his eagerness to share his knowledge with his clients. With that, I approached him after the seminar to help first manage my family's insurance portfolio (I have 3 wonderful kids) and later on wealth management.

Over the years, when I am approached on the street by any prospective financial advisers, I am always very confident to tell them I already have a capable financial adviser (referring to Jerry). And when I am always being introduced to new financial products, I will check with Jerry, he is my "gatekeeper". I have full confidence and trust that Jerry will provide me with unbiased recommendations.

Throughout the years, not only did Jerry help build up a robust insurance portfolio for my family, he also helped us with Will writing, mortgages and other financial matters. Jerry is our family's go-to-guy for any financial matters and I have total trust in him delivering his best for us.

I have recommended Jerry to my extended family and my close friends. And I too would full-heartedly recommends him to any of you.

CK
Director, Business Operations
US-Based MNC

Meet my trustworthy adviser Jerry!

Jerry is one of the most trustworthy and professional FA I've met. He gives practical advices and isn't pushy for sales, this gives a comfortable atmosphere for discussion, knowing that we will not be pressurized to sign up for stuff I don't like or not interested in.

He proactively engage with us as and when there are updates to ensure that our best interest is taken cared of, with the least possible impact on our pockets. Whenever Jerry approaches us with updates, we will listen because what he shares are important of important insights and may be industry wide related.

I would highly recommend Jerry if you need an adviser who is well-versed and trustworthy. Drop him a note and he will will be glad to advice you.

Bibi Ang
HR Executive

Jerry has my family’s best interest

I met Mr Jerry in a sharing session organized by my company. He quickly impressed me by clearing my doubts and explaining the importance of financial planning.

We are currently living in an unpredictable future, without proper financial planning it will be very difficult to overcome the financial burdens for ourselves and the family. Jerry helped me to understand some of the financial planning aspects, what to expect in unforeseen scenarios and how to overcome it. With his help and guidance, I felt secure with him in the financial planning for my family and future.

He is down to earth person with the patience to listen all your queries. He is very passionate and competent in his work and he follows up regularly to know our current status. He is also caring, always thinking about the welfare of his customers and treats them as a friend and a well-wisher.

He is part of our family and trustworthy in terms of financial advisor or planning.

I always give a call to him whatever I have a doubt on financial matters. He helps me to clear the doubts and explain about them clearly.

That led me share with my friends about the importance of financial planning and Jerry helped those I recommended be in better financial position as well.

He is a go to person, I strongly recommend him to my friends as an expert and advisor for the financial planning for the family.

Mr and Mrs Sundar
Senior Research Scientist

Because of Jerry I feel safe. Meet my trustworthy adviser Jerry.

I knew Jerry when he came to my company to do sharing on doing proper financial planning around 10 years ago. He demonstrated good knowledge and delivered convincing results. Thus, my family and myself continue to rely on his advice and guidance since then.

Jerry’s competency is in finance and investment. I strongly think that he can help you in those areas. He is trustworthy and reliable.

LIM Swee Luan
Finance Manager of a Japanese Chemical Manufacturing Company

Meet my financial adviser – Jerry!

Because of Jerry, I am well taken care of, especially in matters related to finance, investment and planning. Jerry is a very competent advisor, as he always keeps himself abreast with the latest market information and trend, especially in financial planning.

I first came to know Jerry through my wife who had great accounting and financial background. With her strong recommendation and proven investment results,
I was convinced with the knowledge, non-biased judgement of Jerry. He had repeatedly demonstrated, gave comparisons and options, shared his recommendations with data, including risk management and projections.

Jerry’s competency in financial advice is incomparable; we never regret in each meeting with him. I am sure he would be able to offer his advice to anyone in any situations.

I feel ease and comfortable with Jerry’s advice and support. He is like life guardian to my family!

Do make appointment with Jerry at the soonest, you would find that this would be the best time and investment you make this year.

Jackie Chuah
Director
Japanese Company in Singapore

Meet someone I trust – Jerry!

I get to know Jerry through a friend while having conversations on financial planning as I do realized that my policies that I have signed up for did not fully address the gaps I have.

What Jerry really amazes me is that my friend just merely mentioned to him what kind of concerns I was facing, and he came to me with a plan! A plan not to “sell policies”, but a plan that have a best interest for me to grow my wealth, ensure my family are protected and also give me a trajectory of what else to look out for to plan in short, medium and long term. This is a plus point for me!
I really enjoy speaking to Jerry as he is knowledgeable and professional. What I like about his working style is that he does not lock down to only one insurer. Rather, he will shortlist a few insurers to share with you the pros & cons and what is the most suitable for you based on your needs.
I am blessed to know Jerry. Not only is he reliable, but he is also responsible and have passion in his work. To those out there looking for an experienced and trustworthy adviser, I truly recommend you reach out to Jerry.

Rachael Lim
Company Financial Analyst

Meet my trusted advisor, Jerry!

Having known Jerry for about 15 years, he has always been the same sincere and trustworthy guy. He is someone who walks his talk and this is the key reason why I look to Jerry when it comes to personal matters such financial planning.

Amongst his various achievements, being awarded the Financial Planner of the Year for 2019 is a testament of his skillset.

I strongly recommend anyone to start a conversation with him on any financial related planning matters.

Chee Mun
Analyst

Meet someone I trust – Jerry!

I came across Jerry as a financial advisor who is very different from others.

I first receive a cold call from Jerry perhaps 9 years ago and that call was not cold at all. He introduced himself and asked if he could help in my financial planning.
Naturally I did not pursue further with him. Couple of weeks later, he called and sounded very sincere and I do not feel pressured at all. Hence I agreed on a meet up. And that’s how it all started.

Jerry is very knowledgeable and well informed of the current policies and changes. He is well prepared during all our meetings and will prepared plans which are relevant to me. He too is very willing and readily make changes to proposals to suit my needs. That said, he will not pressure me into taking up any policies and gave me the space and time to consider.

With Jerry’s competencies and good foresight, I have benefitted good returns in my investment.

After working with Jerry for many years, amazingly I made the greatest discovery!! During one of my family gathering, my brother and his wife was chatting about a plan they took up recently through their advisor Jerry. As the conversation goes in depth, we realised that we are talking about the same Jerry Yeo. We were amazingly surprised by the coincidence then. So what we did was took a picture of three of us and send to Jerry.

Jerry was equally stunned and surprised!!! That made our day.

Indeed we are very appreciative of Jerry’s effort and we now regard him more of a friend than just an Advisor or Planner. We would most highly recommend Jerry to our contacts!!

Jacqueline Lee
Ngee Ann Polytechnic
Executive

Meet my trustworthy adviser Jerry

Jerry is my oldest friend and has always been prompt and knowledgeable whenever there is a question. The expertise and attention to detail with which he handles my financial affairs is very assuring. It is really refreshing to work with a financial adviser who is truly interested in his client’s needs, circumstances and preferences. His professional, ethical and caring demeanor elicits my trust and respect and I would gladly recommend his services whenever possible.

To summarize, he is always there for you whenever you need him.

Ryan Seah
HR Consultant

Meet someone I trust - Jerry!

He is equipped with the 3 most important criteria in my opinion as a Financial Adviser - Knowledge, Dedication and Genuine Interest for his clients.

There is confidence that comes working with Jerry, knowing that your financial affairs are being proficiently managed and at your best interest.

Be it personal, corporate, investment or even taxes, Jerry consistently delivers expert insights and thorough financial guidance which I've personally benefitted in many aspects.

His advice over the years has been invaluable and I count myself lucky to have him by my side in this journey.

Ong Wee Kheong
Senior Underwriter

Meet my Professional Advisor with Personalised financial guidance

I am glad to write a testimonial about my financial advisor Jerry, I attended his seminar at my company in year 2017. Upon expression of my interest, we met over a coffee to understand and explore the investment opportunities. Till then I was only focused on investment objectives, with that meeting I realized the importance of financial planning as a whole. That time I was still on EP, confused about retirement planning, housing and other aspects. I started slow to test waters, over time I find Jerry a trustworthy advisor who took sincere interest on my financial goals and provided timely guidance and advise.

Jerry is highly competent, his qualifications and results speaks for himself. What makes Jerry special from other advisors is: He is honest, humble and would be very transparent which is key to trust building. This is a rare and most valuable combination of traits. Best part of his service is his ability to explain complex financial concepts in a clear and understandable manner. Being good listener, patiently answered all my questions, ensuring I had a complete understanding of the strategies proposed.

He offered a comprehensive approach, covering everything from investments and retirement planning, mortgage, housing and insurance needs. He had my best interests at the center and were not just trying to sell me financial products. Accessibility and responsiveness were top-notch throughout our association. Whether it was a quick question or a detailed discussion, he was always available with sincere interest, which made me feel valued as a client. With Jerry beside me, I feel confident about my financial future. I am grateful for the positive impact he had on my financial life. He not only helping me grow my wealth but also have also instilled a sense of financial security and peace of mind.

I candidly endorse my financial advisor Jerry and recommend his services to anyone looking for professional and personalised financial guidance. He is truly one the best advisors!

Ajay Medam
IT Staff
American IT MNC Company

Meet my reliable adviser, Jerry!

The future is uncertain and we can only do our best to plan and prepare for whatever comes our way.

Jerry has through the years helped me with this, be it investments, retirement planning and insurances.

I rely on Jerry’s expertise and not only does he recommend the most suitable solution to my needs,
he also takes the time to make sure that I understand the rationale of his recommendations.
Jerry views his clients as partners, and communications do not stop at the point of sales.

He ensures that he catches up with me to review plans and see how life is going.

So if you need a trustworthy and reliable adviser, do give Jerry a call!

Howell Lim
IT Consultant

Jerry changed my perception about financial planning

我非常地幸运在朋友的介绍下认识了Jerry，回想第一次接触Jerry，他的专业素养给我留下了深刻的印象。他拥有清晰的分析能力，和多样性金融与保障制定方案,给我带来了巨大的帮助。

和jerry 的接触让我对金融保障有了全新的理解，他适时提供宝贵的意见，当市场推出新的金融产品时，他总是在第一时间就进行了分析并且制定有利于客服需求的方案。

他对金融知识的理解，财经的专业带给我很大的帮助。
毫无疑问，他是一位值得信赖，并且值得推荐给我的朋友与家人的专业财务顾问。

Alex Fong
M&E Coordinator

Meet the Financial Adviser my family trust

在一个朋友集会里，我从朋友的口中听说了Jerry，当时我正在考虑为我的小孩添购一份教育基金，我的那位朋友给予Jerry极高的评价，所以我就决定联络Jerry。

第一次见面，Jerry充分的演示他对于财务管理的专业以及对于市面上的理财产品的认知都到达了大师级别。Jerry给我科普了理财方面的信息，对于他的意见与分析我都我都感到无比安心。

他不止为我量身制定了所有的保障需求，也为孩子的教育基金给予了最佳的配置。

我对于Jerry提供的财务管理非常有信心，他是一位值得推荐给所有人的财务顾问。

Joey Tee
Accounts Executive

Jerry's got my back!

I got to know Jerry from another financial planner who was planning to leave the industry at a point in time. I was assured that Jerry was a competent advisor.

He later proved to be so, and more. He planned with my best interests in mind and does not force me to take up something that I am not comfortable with. I thought and still think that financial planning was complicated, but Jerry will not hesitate to patiently explain.

Jerry constantly improves himself to make himself a more valuable person. He is like a one-stop shop for anything related to finances - literally anything that comes to mind. I am impressed with his vast network of resources. He also puts in the effort to send his clients updates and articles on various topics, including retirement, investment, covid.

His planning and knowledge assures that I am in good hands, and do not have to worry about my finances and retirement.

Thank you Jerry for being a great financial planner and friend.

Li Xuan
Quality Control Engineer

Meet my trustworthy adviser Jerry

My husband and I got to know Jerry through our close friends, who recommended Jerry for his outstanding service and trustworthy character. At that point of time, my husband and I just got married and we were intending to have a comprehensive planning of our insurance needs. Hence we engaged Jerry, and I would say that he is atypical of some other agents, who might appear hardselling or would prioritize policies which are more lucrative to them. But Jerry understood our needs and recommended the necessary policies with our interests in mind. He was also patient and elaborate in his explanations, and able to clarify all doubts, so as to ensure that we knew what we were getting for ourselves!

Engagements aside, Jerry is also sincere and forthcoming in sharing about his personal life and we see him more as a friend than just a planner or advisor. We are sure that if we need any advice or needs, he is only one call away, and that is a very valuable assurance to have :)

If you have any needs with regard to insurance or financial planning, I would definitely recommend you to have chat with Jerry to find out more, and if in the unlikely circumstance his recommendations do not suit your needs, I'm sure that you are not obligated to get anything.

Sophia Lee
Application Scientist

Meet someone I trust - Jerry!

I knew Jerry as a very attentive and competent guy who always does everything to the best of his ability. When I knew he entered the financial planning industry, I feel I have found the person I trust to plan for me and my family. When I first approached him, I had no idea what to do with my savings and how to plan for my financial future. Jerry was always helpful to go into detail what are the pros and cons of each approach and what are the insurance plans that will be able to help me achieve my financial growth.

As my family grew larger, Jerry was able to lend a helping hand and give sound financial advice to me as I moved into different stages of my life. I feel that his attention to detail and sincerity gives me the confidence that the financial advices he gave is ultimately beneficial to me. He has always given his frank opinion without thinking if it will benefit him.

Thus, I have recommended Jerry to my other friends and family without fail and they have always benefited from the financial advice he gave.

I highly recommend Jerry as a competent and trustworthy financial advisor to everyone. He is not only my friend, he is also someone I entrust my financial future to. Appreciate your advice Jerry!

Jing Ngei
Executive Meteorologist

A lifelong friend that I can trust to help me achieve my goals!

As I was just stepping into the society and only in the infancy stage of building my own wealth and future planning for financials, Jerry was there to assist and guide me through a full overview of what I could achieve in the future, and will put his all into making sure that I can position myself better financially in my life.

Even as I moved into different phase of my life, Jerry was and is still there to provide support and has been playing a substantial part in tailoring different strategies that suit my needs across the change in my life priorities.

Jerry has the perseverance and passion to put his clients interest at the utmost priority; he is someone who will invest beyond 100% effort into something once committed, regardless of the size of the portfolio and amount invested, and will continue to stay the loyal friend and good advisor even as we move on to different phase of our lives.

I strongly recommend Jerry to allow him to advice you in your financial planning journey.

Andy Wong
Associate for a Japanese Brewery Company in Singapore

Meet someone I trust - Jerry!

I was still young and has no knowledge about insurance, I trusted my friends who are insurance agents to recommend me with the plans which cater to my needs. After purchasing a few insurance plans and paid the premium for a few years, I am still unclear about what I am paying for especially the coverage and benefits.

Glad to meet Jerry about 7 years ago at a Will planning talk held in my office premise. His presentation was clear and concise. Moreover, I am impressed with Jerry being very patient in answering each and every questions asked by my colleagues. Initially, I am skeptical to speak to any adviser because I am afraid that he/she will upsell the company's products. Getting to understand that Jerry is a standalone adviser (not representing any insurance company), I decided to arrange my first meet up session with him to address my current concern.

Throughout the conversation with Jerry, it was comfortable and he was approachable. I truly appreciate that he always do his best to explain the insurance terms in layman terms instead. It definitely helps me a lot in understanding! I vividly remember there was once while Jerry was reviewing on my existing policies, he pointed out that I am actually paying for a duplicate coverage policy premium which I am unaware of. Under his impartial advice, he restructure my portfolio for a better coverage. I trusted his professionalism and proceed with no regrets.

Jerry is a meticulous and customer-oriented financial consultant. I am very contented to have him in my life and really appreciate him as a friend.

Certainly will keep Jerry in mind for my friends and family members who required guidance on financial matters!

Celine Leow
Accounts Executive

Meet someone I trust – Jerry!

Personally I had known Jerry for more than 20 years since we are in secondary school, we have been through ups and down in life and when he expressed that he is into financial planning, I had decided to place my trust in him to manage all my insurance portfolios and financial planning.

As a consumer I have multiple agents who had approach me for their services but none with the passion shown by Jerry which on occasions where I genuinely require assistance when my kids is hospitalized, calls were made late at night where he will try his best to assist and to resolve the issues at hand.

I had seen and experienced multiple agents who are not able to service me as they have changed career paths and I am always facing difficulties with the constant change of agent and this is resolved with Jerry in the picture. He is reliable and trustworthy. My family's finance are managed by him.

Thank you Jerry for the constant support as a fellow brother as well as aiding me in tough time and many more years to come!

Melvin Tng
Operations Manager (US Based MNC)

Meet my reliable adviser, Jerry!

I was referred to Jerry in early 2020 when I was looking for a new advisor to takeover my parents' AVIVA health policies. From the very first phone conversation Jerry had positioned himself as a competent financial advisor with his credentials in the industry, while at the same time staying very humble and grounded.

We invited Jerry to our home shortly after and since then have tapped on his investment expertise and expanded our financial portfolio with him. Jerry provides us with constant updates and we fully trust his investment advice.

We really appreciate Jerry's work ethics and would highly recommend Jerry to our friends and family who are looking for a trustworthy and reliable advisor in Singapore.

Chups
Operations Manager

Meet my financial adviser – Jerry!

Protection against life's uncertainties is sensible financial management. We are very fortunate to meet Jerry who had patiently guided us through and showed us the way. He is a family financial adviser who had worked with us to select the most suitable policies. With the right insurance, we can now rest assured our beloved ones will not be overwhelmed by a pile of bills at the most difficult time.

Jerry has a great personality and is pleasant to talk to. We had engaged in open and stress-free conversations every time we met up. At the same time, we appreciate Jerry’s honesty as he does not beat around the bush and only gives down-to-earth solutions. Furthermore, Jerry is responsive, and he is always reachable when we needed him.

As a financial adviser, Jerry is competent and has my family’s best interest in mind. He will proactively update us on the latest change. However, it could be confusing and time-consuming to establish it in policies and explain the impact. Every time in doubt, Jerry would patiently clarify his points by giving relevant examples, use graphics and charts to help us grasp difficult concepts. Jerry is very professional and understanding, he has respected every decision we made and advised accordingly to our preferences.

Finally, Jerry is equipped with the knowledge and ethics to respond to all inquiries with clear and unbiased answers. You can be assured that all his advice are practical and steer towards clients’ best interest. His positive attitude and easy-going personality are well received especially by young clients.

With the above, I would recommend Jerry to be your financial adviser.

Gary and Jasmine

Jerry, the one you can trust with great peace of mind!

I met Jerry when we were serving the nation together and we became brothers in arms since then. I saw his determination and perseverance with his mature thinking while we cover each other’s back. I know I can continue to trust him like how we cover each other when he decided to join the financial industry. I am proud to see his achievement along the years and it’s just the most natural things to have him the sole planner for my entire family’s financial planning, both protection and investment related, he even can advise on estate planning matters. He plans ahead for many years and helped me visualize my financial goals.

Financial planning became an easier subject for layman like us to understand better with his detailed and delicate explanations.

His non pushy attitude created the right atmosphere for discussion to really understand our needs. Being the top adviser of the year (in the financial planning competition organized by FPAS) self explained his competency level and professionalism. His friendly, jovial and approachable character makes him a likable figure and was testified among many whom I recommend Jerry to.

The trust that we had over the years gave us a peace of mind that we know we are being well taken care of, and if in doubt he will be there within a call or a text. This shows the trust we have in him and his commitment for his clients.

To the many who are hesitating to engage his service, I would strongly recommend you to drop him a note without any further hesitation, not just because of the strong professional accreditation he had achieved , but he is also definitely worth a friend to have and seek advice from.

And to Jerry, thanks for your service and advice you had provided over the many years and more to come in years to come! Deeply appreciated!

Desmond Chua
Manager in Government Linked Company

Meet someone I trust – Jerry!

I got to know Jerry through a self improvement course, during the class, I’ve observed that he has conducted himself professionally when answering the teacher’s questions. This has demonstrated his quality of knowledge in his area of expertise.

Before meeting Jerry, my policies were with different agents & different companies, I trusted the advice of the previous agents and just bought whatever they suggested. Some agents started leaving the industry, leaving me with no one to rely on if I need any financial/insurance advice.

Jerry came and relooked into all the policies that I have got and gave me a comprehensive, holistic advice. I can feel that he’s not trying to generate the most commissions for himself but to act to the best interests of the clients.

Calm, composed, patient, act in the best interest of client.

Not the “show off” type of agents who use awards to showcase his skillsets, rather his genuine care & concern for his clients.

I saw he won an award that judges based on best proposed plan rather than the usual COT, MDRT qualifications. Because how much money the agent make doesn’t mean the agent has given the best advice to the clients he served.

My entire portfolio is under his care. Before I purchased any other policies, I will ask him for advice first.

Overall, a very competent financial planner who definitely knows his stuff well. A rare gem in the industry that acts to the best interests of clients. He has done for me a more compressive, efficient plan for myself and family.

Don’t hesitate to reach out to Jerry, I’m sure you will be very well taken care of if you choose to engage his services.

John Tan
Realtor
Propnex Limited

Meet my trustworthy adviser Jerry!

I still remember that day - I knew Jerry by chance just in his normal presentation in our company, and I did want to start my investment journey after changed my career path after I came to Singapore.

I did have some casual talking with Jerry and started with few purchasing, step by step, I found Jerry could understand my needs very well and it let me was willing to accept his advise.

The most important thing which let me trust and understand his importance for my investment is last year, I withdraw most of my other low risk investment before February, to wait for the chance of market turning up. And one day Jerry came to me suggest me buy a fund of US market, it was just the one I’m watching, but I was only watching and waiting…after half year, finally I understand if it’s not Jerry come to me gave me that advise, I’ll miss that chance totally.

That’s what I want to say: make money sometime would need rely on market trend, but Jerry can help you catch the chance when it occur, I believe I’ll get Jerry as a adviser, and a partner in some words…in my whole investment life.

Oliver E Zhifang
Manager of Shipping Company CMA CGM Singapore

Trusted, Knowledgeable, Professional and a force to be reckon with!

Jerry possesses traits of what I would define as an exemplary financial adviser! While working with Jerry on my financial planning, he always positions himself with an open mind to learn about my financial situations, work with me to understand my financial objectives, whenever we catch up for reviews!

What I am most impressed with is the ability to put my interest first and provide a holistic financial plan, tailored to my goals with a define strategy!

In times of adverse situations, he doesn’t panic and usually able to keep a calamity mind for a solution tapping on his experiences!

In Jerry, I see an experience and reputable financial professional, who proactively reaches out for connections and continues to enhance his industrial knowledge while nurture himself personally. With multiple, not limiting to financial planning related certifications, coupled with multiple years of maintaining MDRT/COT status, he invokes an aura of confidence and trust when in discussions!

Gavin Seah
Finance Manager

Meet my financial adviser – Jerry!

When I first get to know Jerry, we hit off well due to his approachable personality. I decided to ask him about how to improve my financial situation.

He reviewed my finances and shared with me about how CPF works, my life insurance, and general insurance (Home insurance) portfolio. He even share insights on CPF nomination that I have not done when I met him. While doing CPF nomination does not result him in a sale, he took the effort to share with me its importance and implications for not doing. I am thankful that I am more informed on this area.

All these years, through the meet ups we have, Jerry has a very consistent character – Reliability, meant what he says and advice based on client’s best interest. If you happen to read my testimonial, you can trust Jerry to assist you in your own family financial planning.

Aric Chong
Trainer

Because of Jerry I feel safe!

I got to know Jerry about 9 years ago through a wellness talk organized by my company then. I haven’t been planning seriously due to family and work commitments.

However I understand that I may put my family in jeopardy if I don’t have adequate safety net in place. Hence I decided to meet up with Jerry.

Jerry was patient in explaining concepts to me so that I can understand as a lay person. He uses diagrams and pictures which he drew on the spot to help me understand. He also shares real-life case studies to clearly illustrate possible implications if his advice was not taken.

I also like that he makes meaningful comparisons and possible options for my consideration and it helps me to make a more informed decision.

Overall, I am glad I get to know Jerry for managing my family’s portfolio. I have since recommended a few of my close friends and family to him as I know they will be well taken care of.

For me, I have this relationship with Jerry for 9 years and counting, and he is still reliable and dependable.

Evelyn Ng
Retiree

Crowned Financial planning Mentor of the year, meet my mentor Jerry!

My team and I have had the good fortune and privilege of being introduced to Jerry during our time competing in FPAS’ Financial Planner Awards 2020 students category. He was the designated mentor for Nanyang Polytechnic where his role served as a guide to what is expected of a comprehensive financial plan.

While we may have met Jerry not in the capacity of a client-advisor relationship, we were exposed to his level of professionalism and It was through his guidance and objective constructive criticisms that paved the way for us towards clinching the winning title.

Before the official meeting, we had a reasonable level of confidence with our report due to past experiences within our educational curriculum. However, Jerry’s vast experience and knowledge exposed us to what goes behind the standards in real world context. While he is very detail oriented with his technical analysis, he never fails to challenge our justifications, setting the tone for the ethical responsibilities that come along with being a Financial Advisor. I personally understood and sensed how closely he relied upon the ethical guidelines that drove responsible decision making when he challenged our choices made in our financial report.

While winning may seem like the desirable product, Jerry emphasized that it is merely a byproduct of his efforts. He deems that it is more important that we understand the significance of Ethics and recommending what is needed, rather than simply gathering the best financial products that may not serve the clients purpose. It is through his pay-it-forward mindset that stuck with me the most. Instilling a mindset of helping others and inspiring future financial advisors to do right by one’s clients, leaves me optimistic about kindness in the financial industry and financial literacy amongst our future generations to come.

Philbert Ng

Meet my financial adviser – Jerry!

I first got to know Jerry via my parents who decided to get his help for financial planning for the family. During that time, Jerry managed to identify key improvements to be made for our insurance coverage and guide us on the right policies to buy.

For me, even though I was still a University student when I started with Jerry, he was able to provide me an outline on how I should allocate my money. This was an important stepping stone which put me in the right direction to plan my own finances.

Jerry is hardworking and approachable. I feel comfortable with discussing with him my current insurance policies and even policies from other companies, and he will be willing to spend time to explain why they may or may not work for me. Right now, with my busy schedule, I am able to put my trust in Jerry to make the right financial decisions for me.

Financial planning is not easy, especially when it comes to insurance and investments. However, having a good financial advisor like Jerry can help ease the burden in understanding what actions to take and jumpstart your financial journey.

Chuah Zhun Song
Software Developer

Jerry Yeo

Wealth Advisory Director

Jerry Yeo

Wealth Advisory Director

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Newsletter Issue 80: Home Dreamers

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Newsletter Issue 74: Bright, Brainy & Beautiful Living

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Newsletter Issue 72: Finding The Silver Lining

Newsletter Issue 71: Planning Ahead

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Newsletter Issue 68: Navigating Differences, Conflicts and Relationships with Maturity

Newsletter Issue 67: Better Than Before

Newsletter Issue 66: Self-Doubt & Self-Confidence

Newsletter Issue 65: 80 Summers, 80 Winters, 1 Life

Newsletter Issue 64: Travelling Again

Newsletter Issue 63: Being Positive

Newsletter Issue 62: Social Media and Mental Health

Newsletter Issue 61: Being Savvy This Festive Season

Newsletter Issue 60: Looking Towards 2022

Newsletter Issue 59: 6 Essential Money Moves To Make In Uncertain Times

Newsletter Issue 58: Misconceptions that hold us back

Newsletter Issue 57: One Thing At A Time

Newsletter Issue 56: Habits & Decisions That Compound

Newsletter Issue 55: Managing Burnout

Newsletter Issue 54: On Leadership

Newsletter Issue 53: Productivity, Personal Effectiveness & Meaning

Newsletter Issue 52: Living A Good Life

Newsletter Issue 51: Dignity and Why It Matters

Newsletter Issue 50: Empowering Women In Our Midst

Newsletter Issue 49: The Gift of Paying It Forward

Newsletter Issue 48: Done is Better Than Perfect

Newsletter Issue 47: Of Languages, Love and Possibilities

Newsletter Issue 46: Guiding Principles and Tips on Taking Charge of Finances in Our Lives

Newsletter Issue 45: On Teaching, Learning & Growth

Newsletter Issue 44: The Ability to Rethink & Reassess Our Minds

Newsletter Issue 43 : Staying Grounded in Things that Serve Us

Newsletter Issue 42 : Moms Never Retire?

Newsletter Issue 41: This is the 8th Wonder of the world - Einstein

Newsletter Issue 40 : Mastering the Skill of Learning New Skills Fast

Newsletter Issue 39 : What is hurting Employees and Employers

Newsletter Issue 38 : Holding Space in Difficult Times

Newsletter Issue 37 : Covid19 - No turning back from a new future and reality

Newsletter Issue 36 : Make these 6 decisions

Newsletter Issue 35 : When the going gets Rough

Newsletter Issue 34 : Trust, Relationships and Emotional Security

Newsletter Issue 33 : These are simply worth sharing with you

Newsletter Issue 31 : The Power of Tiny Gains

Newsletter Issue 30 : How the World forgot to sleep

Newsletter Issue 29 : Don't leave life without it

Newsletter Issue 28 : 8 Ridiculously Good Recipes That Only Take 15 Minutes

Newsletter Issue 27 : Life's most Powerful Lessons

Newsletter Issue 26 : 3 Financial Wisdom from a woman with 3B Net Worth

Newsletter Issue 25 : Come 15th May, Singaporeans have One more thing to be proud of

Newsletter Issue 24: The Interesting secret

Newsletter Issue 23: The way we Think

Newsletter Issue 22: Why Happiness is linked to Deep Talk

Newsletter Issue 21: Half of the jobs in 2020 are not yet known

Newsletter Issue 20: Your Life is About to Change

Newsletter Issue 19: The Indispensable Power of Story

Newsletter Issue 18: Retirement dream vs reality